Hey: Yes, the NAIC is talking to you
By Dan BonnetYou're probably collecting protected health information. If so, better protect it.
June 02, 2015
How advisors can win in today's marketplaceFinding the sweet spot is the key for agents and advisors who want to gain market share.
June 02, 2015
There's No Shortage of Bad Ideas on Social SecuritySocial Security is an emotional topic, made more so by misinformation.
June 01, 2015
Millennials: Ignore Them at Your PerilFiguring out how to serve the now-largest of the generations is worth it, several advisors said in a recent discussion.
June 01, 2015
Who’s Your Robo?In today's digital world, online service is largely an oxymoron. That's why I'm not too worried about the threat of robo-advisors.
June 01, 2015
Go Beyond Compensation to Keep Employees HappyThere are a lot of different kinds of financial advisors in America these days, and they all have very different business models.
June 01, 2015
Life settlements: Lack of policy flow due to lack of knowledgeInvestor demand for life policies has grown, which has increased the price that investors are willing to offer for them.
June 01, 2015
How to Dodge the New Medicare Surcharge BulletThe new Medicare Doc Fix law will subject more retired clients to the highest Medicare premium rates, but planning techniques can minimize the impact.
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